RWB
RMR Wealth Builders’s Home Depot HD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.67M | Buy |
12,739
+647
| +5% | +$237K | 0.42% | 33 |
|
|
2025
Q1 | $4.43M | Buy |
12,092
+663
| +6% | +$243K | 0.47% | 31 |
|
|
2024
Q4 | $4.45M | Buy |
11,429
+246
| +2% | +$95.7K | 0.46% | 31 |
|
|
2024
Q3 | $4.53M | Sell |
11,183
-55
| -0.5% | -$22.3K | 0.48% | 29 |
|
|
2024
Q2 | $3.87M | Buy |
11,238
+683
| +6% | +$235K | 0.44% | 34 |
|
|
2024
Q1 | $4.05M | Buy |
10,555
+435
| +4% | +$167K | 0.49% | 28 |
|
|
2023
Q4 | $3.51M | Buy |
10,120
+172
| +2% | +$59.6K | 0.49% | 29 |
|
|
2023
Q3 | $3.01M | Buy |
9,948
+1,968
| +25% | +$595K | 0.48% | 29 |
|
|
2023
Q2 | $2.48M | Buy |
7,980
+30
| +0.4% | +$9.32K | 0.42% | 35 |
|
|
2023
Q1 | $2.35M | Buy |
7,950
+1,316
| +20% | +$388K | 0.45% | 32 |
|
|
2022
Q4 | $2.1M | Buy |
6,634
+76
| +1% | +$24K | 0.48% | 31 |
|
|
2022
Q3 | $1.81M | Sell |
6,558
-129
| -2% | -$35.6K | 0.44% | 33 |
|
|
2022
Q2 | $1.83M | Sell |
6,687
-2,188
| -25% | -$600K | 0.46% | 35 |
|
|
2022
Q1 | $2.66M | Buy |
8,875
+6,420
| +262% | +$1.92M | 0.57% | 33 |
|
|
2021
Q4 | $1.02M | Sell |
2,455
-6,558
| -73% | -$2.72M | 0.29% | 39 |
|
|
2021
Q3 | $2.96M | Buy |
9,013
+348
| +4% | +$114K | 0.87% | 16 |
|
|
2021
Q2 | $2.76M | Sell |
8,665
-762
| -8% | -$243K | 0.91% | 17 |
|
|
2021
Q1 | $2.88M | Buy |
9,427
+1,283
| +16% | +$392K | 0.75% | 16 |
|
|
2020
Q4 | $2.16M | Sell |
8,144
-2,391
| -23% | -$635K | 1.06% | 16 |
|
|
2020
Q3 | $2.93M | Buy |
10,535
+2,968
| +39% | +$824K | 0.76% | 22 |
|
|
2020
Q2 | $1.9M | Buy |
+7,567
| New | +$1.9M | 1.69% | 11 |
|
|
2019
Q4 | $2.21M | Buy |
+10,109
| New | +$2.21M | 2.13% | 7 |
|